Purchases and Sales Made in Q4 2024 in Jpmorgan Chase & CO (JPM)
This table provides information about the institutional ownership of Jpmorgan Chase & CO (JPM) during Q4 2024. The information is specifically focused on institutions that hold shares of JPMORGAN CHASE & CO.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 06, 2025
Q4 2024
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-50- 1.34% |
$10.3K - $12.5K
|
3.68K
$998K
|
|
|
Jan 06, 2025
Q4 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-50- 0.91% |
$10.3K - $12.5K
|
5.45K
$1.48M
|
|
|
Jan 13, 2025
Q4 2024
|
Exeter Financial, LLC
|
SELL
|
- |
-50- 2.44% |
$10.3K - $12.5K
|
2K
$542K
|
|
|
Jan 16, 2025
Q4 2024
|
Legal Advantage Investments, Inc.
|
SELL
|
- |
-50- 0.88% |
$10.3K - $12.5K
|
5.65K
$1.53M
|
|
|
Jan 16, 2025
Q4 2024
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-50- 1.52% |
$10.3K - $12.5K
|
3.25K
$880K
|
|
|
Jan 24, 2025
Q4 2024
|
Citadel Investment Advisory, Inc.
|
SELL
|
- |
-50- 0.56% |
$10.3K - $12.5K
|
8.89K
$2.41M
|
|
|
Jan 24, 2025
Q4 2024
|
First Dallas Securities Inc.
|
SELL
|
- |
-50- 0.35% |
$10.3K - $12.5K
|
14.3K
$3.87M
|
|
|
Jan 27, 2025
Q4 2024
|
Osprey Private Wealth LLC
New York, NY |
SELL
|
- |
-50- 0.17% |
$10.3K - $12.5K
|
28.7K
$7.77M
|
|
|
Feb 04, 2025
Q4 2024
|
Canton Hathaway, LLC
|
SELL
|
- |
-50- 0.26% |
$10.3K - $12.5K
|
18.8K
$5.11M
|
|
|
Feb 07, 2025
Q4 2024
|
Dearborn Partners LLC
|
SELL
|
- |
-50- 0.05% |
$10.3K - $12.5K
|
110K
$29.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Gables Capital Management Inc.
|
SELL
|
- |
-50- 0.22% |
$10.3K - $12.5K
|
22.2K
$6.03M
|
|
|
Feb 10, 2025
Q4 2024
|
Halter Ferguson Financial Inc.
Carmel, IN |
SELL
|
- |
-50- 3.65% |
$10.3K - $12.5K
|
1.32K
$358K
|
|
|
Jan 17, 2025
Q4 2024
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
SELL
|
- |
-51- 0.56% |
$10.5K - $12.8K
|
8.98K
$2.43M
|
|
|
Jan 22, 2025
Q4 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
SELL
|
- |
-51- 0.21% |
$10.5K - $12.8K
|
24K
$6.51M
|
|
|
Feb 07, 2025
Q4 2024
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
SELL
|
- |
-51- 2.39% |
$10.5K - $12.8K
|
2.08K
$564K
|
|
|
Jan 24, 2025
Q4 2024
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-52- 0.64% |
$10.7K - $13K
|
8.09K
$2.19M
|
|
|
Jan 06, 2025
Q4 2024
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-53- 19.06% |
$10.9K - $13.3K
|
225
$61K
|
|
|
Jan 16, 2025
Q4 2024
|
Enclave Advisors LLC
Austin, TX |
SELL
|
- |
-53- 1.11% |
$10.9K - $13.3K
|
4.71K
$1.28M
|
|
|
Jan 29, 2025
Q4 2024
|
Jmac Enterprises LLC
|
SELL
|
- |
-53- 0.26% |
$10.9K - $13.3K
|
20.4K
$5.52M
|
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
SELL
|
- |
-53- 4.83% |
$10.9K - $13.3K
|
1.05K
$283K
|
|
|
Jan 31, 2025
Q4 2024
|
Advanced Asset Management Advisors Inc
Dublin, OH |
SELL
|
- |
-54- 0.14% |
$11.1K - $13.5K
|
38.2K
$10.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Mayport, LLC
|
SELL
|
- |
-54- 1.8% |
$11.1K - $13.5K
|
2.94K
$797K
|
|
|
Jan 13, 2025
Q4 2024
|
Tpg Financial Advisors, LLC
|
SELL
|
- |
-55- 4.57% |
$11.3K - $13.8K
|
1.15K
$311K
|
|
|
Jan 17, 2025
Q4 2024
|
Corundum Trust Company, Inc
Sioux Falls, SD |
SELL
|
- |
-55- 2.19% |
$11.3K - $13.8K
|
2.46K
$666K
|
|
|
Jan 27, 2025
Q4 2024
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-55- 11.25% |
$11.3K - $13.8K
|
434
$118K
|
|
|
Feb 04, 2025
Q4 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-55- 0.43% |
$11.3K - $13.8K
|
12.6K
$3.41M
|
|
|
Jan 23, 2025
Q4 2024
|
Keudell
|
SELL
|
- |
-56- 0.53% |
$11.5K - $14K
|
10.6K
$2.87M
|
|
|
Jan 24, 2025
Q4 2024
|
Costello Asset Management, Inc
|
SELL
|
- |
-56- 0.86% |
$11.5K - $14K
|
6.42K
$1.74M
|
|
|
Jan 27, 2025
Q4 2024
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-56- 2.86% |
$11.5K - $14K
|
1.91K
$516K
|
|
|
Feb 06, 2025
Q4 2024
|
Wood Trust Financial Corp
|
SELL
|
- |
-56- 0.07% |
$11.5K - $14K
|
80.1K
$21.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-57- 0.75% |
$11.7K - $14.3K
|
7.58K
$2.06M
|
|
|
Jan 23, 2025
Q4 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
SELL
|
- |
-57- 1.04% |
$11.7K - $14.3K
|
5.41K
$1.46M
|
|
|
Feb 03, 2025
Q4 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-58- 0.57% |
$11.9K - $14.5K
|
10.1K
$2.73M
|
|
|
Feb 04, 2025
Q4 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-58- 0.17% |
$11.9K - $14.5K
|
34.1K
$9.25M
|
|
|
Jan 14, 2025
Q4 2024
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-59- 1.29% |
$12.1K - $14.8K
|
4.5K
$1.22M
|
|
|
Jan 24, 2025
Q4 2024
|
Willis Investment Counsel
Gainesville, GA |
SELL
|
- |
-59- 0.1% |
$12.1K - $14.8K
|
60.3K
$16.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Wallington Asset Management, LLC
|
SELL
|
- |
-60- 1.2% |
$12.3K - $15K
|
4.92K
$1.33M
|
|
|
Jan 16, 2025
Q4 2024
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-60- 0.42% |
$12.3K - $15K
|
14.1K
$3.83M
|
|
|
Feb 05, 2025
Q4 2024
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-60- 0.04% |
$12.3K - $15K
|
139K
$37.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-61- 0.43% |
$12.5K - $15.3K
|
14.2K
$3.84M
|
|
|
Feb 10, 2025
Q4 2024
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
SELL
|
- |
-61- 5.26% |
$12.5K - $15.3K
|
1.1K
$298K
|
|
|
Jan 22, 2025
Q4 2024
|
Whitcomb & Hess, Inc.
|
SELL
|
- |
-62- 4.6% |
$12.7K - $15.5K
|
1.29K
$348K
|
|
|
Jan 15, 2025
Q4 2024
|
Dakota Community Bank & Trust Na
Hebron, ND |
SELL
|
- |
-64- 2.09% |
$13.1K - $16K
|
3K
$814K
|
|
|
Jan 15, 2025
Q4 2024
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-64- 1.66% |
$13.1K - $16K
|
3.78K
$1.02M
|
|
|
Jan 22, 2025
Q4 2024
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-64- 8.24% |
$13.1K - $16K
|
713
$193K
|
|
|
Jan 23, 2025
Q4 2024
|
West Bancorporation Inc
|
SELL
|
- |
-64- 1.19% |
$13.1K - $16K
|
5.3K
$1.44M
|
|
|
Jan 13, 2025
Q4 2024
|
Code Waechter LLC
Tampa, FL |
SELL
|
- |
-66- 2.18% |
$13.5K - $16.5K
|
2.96K
$802K
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-66- 0.33% |
$13.5K - $16.5K
|
19.7K
$5.33M
|
|
|
Jan 27, 2025
Q4 2024
|
1858 Wealth Management, LLC
Akron, OH |
SELL
|
- |
-66- 1.59% |
$13.5K - $16.5K
|
4.08K
$1.11M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-67- 3.11% |
$13.7K - $16.8K
|
2.09K
$566K
|